Roberts Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Roberts Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,975,620
-2.9%
42,598
+3.2%
3.51%
-2.9%
Q2 2023$8,211,373
+6.3%
41,286
-0.4%
3.61%
+1.9%
Q1 2023$7,724,268
+3.5%
41,457
+1.4%
3.54%
-1.6%
Q4 2022$7,461,695
-7.7%
40,886
-8.7%
3.60%
-9.5%
Q3 2022$8,088,000
+2.3%
44,789
+2.8%
3.98%
+15.4%
Q2 2022$7,910,000
-13.9%
43,573
+1.7%
3.45%
-4.2%
Q1 2022$9,186,000
-2.0%
42,860
+4.0%
3.60%
+6.6%
Q4 2021$9,370,000
+9.5%
41,196
+5.3%
3.38%
-0.3%
Q3 2021$8,557,00039,1313.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders